norsia
FINANCIAL ADVISORS CAN FOSTER SUSTAINABLE GROWTH
[UNESCO World Heritage: Lake Baikal, Russia, 1996]
Be a pioneer
STAY AT THE FOREFRONT OF THE INDUSTRY
We help you reinforce relationships with your clients by customizing their portfolios to match their ESG preferences and aspirations.
We offer wealth management companies the tools to truly benefit from our exclusive ESG profiling method.
Be Compliant
Regulatory processes can be challenging and companies need to always devote more resources to them
The European Commission aims to incorporate sustainability into MIFID II regulation and will require financial advisors to integrate their clients’ personal ESG-preferences into the investment process.
Other regulatory bodies will follow. For example the guidelines of the Swiss Bankers Association for the integration of ESG considerations are going well beyond the Swiss law.
We provide wealth management companies a solution that transforms a regulatory constraint into a commercial opportunity.
Be efficient
Your client’s time is precious and so is yours
We offer a time efficient platform in addressing your client’s ESG requirements.
With Norsia, you instantly know what is your client’s immediate interests. You are able to create sustainable investment strategies that focus on what matters most to him/her.
Use your resources where you add value instead of developing your own ESG profiling methodology and purchasing specialized data.
Be a pioneer
STAY AT THE FOREFRONT OF THE INDUSTRY
We help you reinforce relationships with your clients by customizing their portfolios to match their ESG preferences and aspirations.
We offer wealth management companies the tools to truly benefit from our exclusive ESG profiling method.
Discover our Solutions…
Be compliant
Regulatory processes can be challenging and companies need to always devote more resources to them
The European Commission aims to incorporate sustainability into MIFID II regulation and will require financial advisors to integrate their clients’ personal ESG-preferences into the investment process.
Other regulatory bodies will follow. For example the guidelines of the Swiss Bankers Association for the integration of ESG considerations are going well beyond the Swiss law.
We provide wealth management companies a solution that transforms a regulatory constraint into a commercial opportunity.
Discover our Solutions…
Be efficient
Your client’s time is precious and so is yours
We offer a time efficient platform in addressing your client’s ESG requirements.
With Norsia, you instantly know what is your client’s immediate interests. You are able to create sustainable investment strategies that focus on what matters most to him/her.
Use your resources where you add value instead of developing your own ESG profiling methodology and purchasing specialized data.
We propose to wealth management companies to profit from a mutualized solution!
Discover our Solutions…
See how norsia improves advisory processes
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Demo for Financial Advisors requested.
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